Module 4

Module 4-Marketing Medicare Adv and Part D Plans 1. Module 4-Communications and Marketing Rules for Medicare Advantage and Part D Plans 1.1 Communications and Marketing Rules for Medicare Advantage and Part D Plans

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1.2 Navigation Instructions

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1.3 Terms and Conditions

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1.4 LEARNING OBJECTIVES

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1.5 Training Roadmap: Part 1

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1.6 Regulation of Marketing and Communication - In General

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1.7 What is Marketing?

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1.8 What is Communication?

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1.9 Regulation of Marketing Activities in General

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1.10 What are Marketing Activities?

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1.11 What are Marketing Activities - Case Study

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1.12 Regulation of Marketing Materials

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1.13 What are Examples of Marketing Materials?

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1.14 What are Examples of Materials that ARE NOT Marketing Materials

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1.15 Regulation of Communications Materials and Activities

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1.16 Medicare Marketing and Communications Rules

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1.17 Medicare Communications and Marketing Rules: Identifying Plan Marketing Representatives

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1.18 Marketing Representatives - State Licensure

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1.19 Marketing Representatives - State Licensure Case Study

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1.20 Marketing Representatives Training

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1.21 Marketing and Communication Prohibitions- Unsolicited Contacts

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1.22 Unsolicited Contacts, Continued

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1.23 Unsolicited Contacts Example

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1.24 Permitted Contacts

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1.25 Permitted Contacts, continued

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1.26 Rules Related to Sales and Educational Events

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1.27 Marketing and Educational Events

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1.28 Medicare Communications and Marketing Rules: Sales Events

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1.29 Sales Events, Prohibited Activity

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1.30 Light Snacks versus Prohibited Meals

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1.31 Educational Events

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1.32 Educational Events, Permitted Activities

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1.33 Educational Events, Impermissible Activities

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1.34 Gifts and Promotional Items

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1.35 Promotional Activities: Drawings, Prizes, Giveaways

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1.36 Marketing at Individual Appointments

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1.37 What are Individual Marketing Appointments?

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1.38 Individual Marketing Appointments, Allowed and Prohibited Activities

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1.39 Required Practices: Required Activities

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1.40 Required Practices: Scope of Appointment

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1.41 Scope of Appointment: Documentation

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1.42 Marketing: General Audience and E-mail

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1.43 General Audience Marketing

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1.44 Use of Social Media to Market

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1.45 Social Media Example

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1.46 Required and Prohibited Marketing Practices

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1.47 Required Practices: Marketing Activities

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1.48 Required Practices: HIPAA and Confidentiality of Enrollee Information

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1.49 Required Practices: Marketing & Non-Health Related Activities

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1.50 Marketing & Non-Health Related Activities, continued

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1.51 Accessing and Using Certain Plan Materials

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1.52 Required Materials with an Enrollment Form

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1.53 Plan Ratings: Backgrounds

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1.54 Plan Ratings - Required Practices

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1.55 Required Practices: Plan Ratings- Prohibitions

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1.56 Required and Prohibited Marketing and Communications Practices: Prohibited Practices

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1.57 Prohibited Practices: Marketing and Communications Materials and Activities

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1.58 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#1/6)

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1.59 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#2/6)

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1.60 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#3/6)

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1.61 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#4/6)

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1.62 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#5/6)

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1.63 Prohibited Practices: Marketing and Communications Materials and Activities, continued (#6/6)

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1.64 Prohibited Practices: Examples

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1.65 Open Enrollment Period- Marketing Prohibitions

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1.66 Promoting Health Plans During the Open Enrollment Period

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1.67 Soliciting Beneficiary Referrals

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1.68 Marketing in a Health Care Setting

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1.69 Marketing Activities: Marketing in a Health Care Setting

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1.70 Marketing Activities: Marketing in a Long-term Care Facility

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1.71 Marketing Activities in a Health Care Setting: Example

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1.72 Marketing to Employer/Union Groups

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1.73 Marketing to Employer/Union Groups

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1.74 Oversight and Enforcement of Marketing Requirements

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1.75 Plan Oversight and Enforcement

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1.76 Plan Oversight and Enforcement: Continued

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1.77 Marketing Representative Compensation

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1.78 Marketing Representative Compensation: Compensation Defined

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1.79 Compensation Example

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1.80 Marketing Representative Compensation: Applicability of Rules

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1.81 Marketing Representative Compensation: When Compensation May Be Paid

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1.82 Compensation Example

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1.83 Marketing Representative Compensation: Applicable Amounts

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1.84 Marketing Representative Compensation: Applicable Amounts, continued

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1.85 Marketing Representative Compensation: Limits on Amount of Compensation

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1.86 Marketing Representative Compensation: Limits on Amount of Compensation, continued (#1/3)

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1.87 Marketing Representative Compensation: Limits on Amount of Compensation, continued (#2/3)

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1.88 Marketing Representative Compensation: Limits on Amount of Compensation, continued (#3/3)

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1.89 Marketing Representative Compensation: Exception to pro rata payment rule

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1.90 Marketing Representative Compensation: Rapid Disenrollment

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1.91 Marketing Representative Compensation: Rapid Disenrollment, continued

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1.92 Frequently Asked Questions

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1.93 Frequently Asked Questions (FAQ) #1

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1.94 Frequently Asked Questions (FAQ) #2

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1.95 Frequently Asked Questions (FAQ) #3

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1.96 Frequently Asked Questions (FAQ) #4

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1.97 Frequently Asked Questions (FAQ) #5

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1.98 For More Information

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1.99 THANK YOU

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